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Aptus Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Aptus Capital Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
12,312
+121
+1% +$2.8K ﹤0.01% 970
2026
Q1 		$283K Buy
12,191
+1,166
+11% +$27.3K ﹤0.01% 898
2025
Q4 		$258K Buy
11,025
+354
+3% +$8.31K ﹤0.01% 939
2025
Q3 		$250K Buy
10,671
+456
+4% +$10.6K ﹤0.01% 893
2025
Q2 		$237K Sell
10,215
-6,990
-41% -$160K ﹤0.01% 890
2025
Q1 		$398K Sell
17,205
-156
-0.9% -$3.57K ﹤0.01% 708
2024
Q4 		$394K Buy
17,361
+17,099
+6,526% +$395K ﹤0.01% 708
2024
Q3 		$3.11K Buy
262
+230
+719% +$5.38K ﹤0.01% 1168
2024
Q2 		$729 Sell
32
-110
-77% -$2.49K ﹤0.01% 1137
2024
Q1 		$3.27K Hold
142
– – ﹤0.01% 1108
2023
Q4 		$3.31K Hold
142
– – ﹤0.01% 851
2023
Q3 		$3.14K Hold
142
– – ﹤0.01% 850
2023
Q2 		$3.28K Sell
142
-10
-7% -$233 ﹤0.01% 747
2023
Q1 		$3.56K Hold
152
– – ﹤0.01% 742
2022
Q4 		$3.47K Hold
152
– – ﹤0.01% 744
2022
Q3 		$3K Sell
152
-228
-60% -$5.43K ﹤0.01% 731
2022
Q2 		$9K Hold
380
– – ﹤0.01% 583
2022
Q1 		$10K Hold
380
– – ﹤0.01% 607
2021
Q4 		$10K Sell
380
-60
-14% -$1.62K ﹤0.01% 500
2021
Q3 		$12K Hold
440
– – ﹤0.01% 470
2021
Q2 		$12K Buy
440
+60
+16% +$1.63K ﹤0.01% 494
2021
Q1 		$10K Hold
380
– – ﹤0.01% 464
2020
Q4 		$10K Sell
380
-6,550
-95% -$183K ﹤0.01% 418
2020
Q3 		$194K Sell
6,930
-160
-2% -$4.51K 0.01% 295
2020
Q2 		$199K Sell
7,090
-20
-0.3% -$556 0.01% 261
2020
Q1 		$192K Sell
7,110
-25,026
-78% -$676K 0.02% 264
2019
Q4 		$858K Sell
32,136
-7,062
-18% -$189K 0.06% 181
2019
Q3 		$1.05M Sell
39,198
-52,132
-57% -$1.39M 0.06% 188
2019
Q2 		$2.42M Buy
91,330
+6,832
+8% +$178K 0.34% 46
2019
Q1 		$2.19M Buy
+84,498
New +$2.16M 0.37% 48

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Aptus Capital Advisors's SCHZ Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.99% in Q2 2026, buying an estimated $2.8K and bringing the position to 12,312 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Aptus Capital Advisors first reported a position in SCHZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.42M in Q2 2019. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Aptus Capital Advisors held 12,312 shares of Schwab US Aggregate Bond ETF worth $285K as of Q2 2026.
  • Aptus Capital Advisors bought 121 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.8K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #970 holding.
  • Aptus Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $2.42M in Q2 2019.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.